See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,177 | $197,591-73.6% | $177,821-70.7% | $158,922-67.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 51.61% | 58.76%-7.1pp | 48.32%+3.3pp | 302.83%-251.2pp |
| Employer contribution / active EE | $1,981 | $6,697-70.4% | $5,918-66.5% | $4,761-58.4% |
| Participant deferral / active EE | $7,520 | $8,405-10.5% | $7,714-2.5% | $5,982+25.7% |
| Admin fee / account holder | $310 | $15,399-98.0% | $12,427-97.5% | $11,246-97.2% |